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Retirement Plans for Small Businesses


Do clients ask for your advice about which retirement plan to choose for their small business? Are you confident in the advice you provide? This self-study course covers various retirement plans available to small business owners that go beyond the traditional SEP and SIMPLE IRA. Characteristics and limitations of the various plans are reviewed along with the advantages and disadvantages of each.

Last reviewed for accuracy: March 2021


Instructor Bio: Marshall Heap

Marshall Heap, Phd, EA, is a former Tax Content Development and Instruction Specialist at the University of Illinois Tax School. An enrolled agent since 1984 and NTPI fellow since 2018, Marshall is an ex-Senior Manager of PriceWaterhouseCoopers and has seven years of recent experience as an approved IRS continuing education provider. Marshall’s academic background is in Computing and associated fields with degrees from the following UK Universities: The Open University (BSc), London, Birkbeck College (MSc), and Reading (PhD).

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